ETFs for IFAs

The London Stock Exchange will be hosting a free educational seminar on 31 October 2012, specifically for IFAs, providing a detailed overview of Exchange Traded Funds. Join us as our expert speakers explain the mechanics of ETFs and explore how IFAs can incorporate these simple and flexible products into their client portfolios. It will cover:

• Exchange traded product types and structures
• Asset allocation and diversification
• Selecting the right ETF - what to look for
• ETFs and the Retail Distribution Review

Speakers at this event include:

• Philip Bailey, Assetfirst
• David Hazelton, Raymond James Investment Services
• Alan Miller, Founder & Partner, SCM Private
• Ursula Marchioni, Director EMEA Investment Strategy, iShares
• Barry Neilson, Business Development Director, Nucleus Financial
• David Patterson, Head of UK Wholesale Distribution, db-X trackers at Deutsche Bank
• Michael Wilson, Editor, IFA Magazine

Speakers' biography is available here (file pdf - 1 MB)

The agenda is available here (file pdf - 290 KB)

Venue: The London Stock Exchange, 10 Paternoster Square, London EC4M 7LS
Registration: 08.30

This event is for IFAs only.

This seminar is accredited as suitable for structured CPD